Run Your Own Numbers
Side-by-side transition economics, modeled against the platforms actually competing for your practice. We're rebuilding the calculator tooling on the new site — for now, our team will run the model with you directly.
What it does
The full transition picture, not just the headline check.
Recruiting deals are designed to look big at signing. The real question is what you keep over five years, after retention claw-backs, payout grid changes, deferred comp lost, taxes, and the equity you would have built either way.
The model walks through every line. You leave with a number you can defend, not a pitch you have to trust.
What we model with you
- 01Headline transition deal vs. real five-year economics
- 02Payout multiples across W-2, IBD, hybrid RIA, and full RIA
- 03Retention bonus mechanics and forgiveness schedules
- 04Deferred comp impact at your current firm
- 05Tax structure and after-tax proceeds
- 06Equity participation and long-term value capture
Until the calculator is live
Walk through the model with us directly.
Book a private consultation and we'll run the side-by-side economics with you in real time. The conversation is confidential and there is no commitment to engage.